Ryan Tarzy

@devhayes @grok summarize this video

@kobyjconrad Koby knows what he is doing and there is a BIG need for this out there. State governments and the VA should be looking at providing this.

excited to share @BreyerCap's latest healthcare thesis with my partner, @jimihendrixlive. healthcare is at an inflection point. scientific discovery is accelerating, but systems of translation remain structurally stagnant. the result is a widening chasm between what’s possible in principle and what’s practiced. we invest where scientific discovery, clinical necessity, and institutional transformation converge. computation, precision, and prevention are shaping the future of medicine, but only when anchored by economic models that reward long-term value. the next era of human health won’t be inherited. It will be engineered. if this vision resonates, we’d love to connect.

@sdutzeigler Well done by gate agent…but that hurts.

Southwest gate agent in Oakland has jokes. As people are boarding a flight to SD, he says over the loudspeaker: "What do San Diego and iPhones have in common? ............ They no longer come with Chargers."

@dvasishtha I’ll dm you about a founder that is building this right now

If I was an entrepreneurial doc there's a really amazing higher margin private practice to be built which is AI first in all practice operations: - voice agents to handle scheduling and intake + waitlist - LLMs to prep + summarize charts, write pre auth letters, work/school notes

@morgancheatham Incredibly well put and true @morgancheatham. Another way to put it is the gap between what is possible and what we actually experience as patients has never been wider.

biggest takeaway from JPM: the gap between what we can do technically/scientifically/clinically in healthcare and what we will pay for/can sustain economically has never been wider. we need more efforts to narrow this gap through business model and incentive redesign

@roshanpateI Why do HR products all suck so much? It’s like we discount their bar like we do a government run service….

I'm convinced Rippling is a psyop. VCs hyping Parker Conrad, giving him $2B, calling it revolutionary Meanwhile, every screen takes 10 sec to load, clunky UI, missed payrolls, hiring errors. Nobody I know likes it. The product makes me want to lie down in the middle of traffic

@elonmusk Sedona?

Cybertruck

@Jason @DavidSacks @theallinpod @mcuban

No one can replace @DavidSacks, but curious who have you like rotating in far him *temporarily* on @theallinpod? Left, right and center…

@Jason @DavidSacks @theallinpod @bgurley

Really curious to see how redesign raised their most recent $175M round. At this point I'm assuming LPs expected to see returns and Redesign actually seems to have returned capital: they had a $100M acquisition of Lively in 2022 and a $225M acquisition of vault workforce solutions this year. Also tbh I think their biggest marketed win to LPs has probably been some portion of their ownership in Calibrate being bought at the top of the market.

one of the greatest conflicts over the coming decade will be personalized medicine vs. evidence-based medicine

Waymo's market share is now equal to Lyft within SF. Incredible. Network effects is one of the best sources of defensibility. But it's proven to be not that important in ridesharing. You need a minimum network size, but once you have that, there are diminishing returns. In each geo, Uber and Lyft need enough drivers to have reasonable wait times. Once wait times hit that acceptable threshold, the incremental driver doesn't improve the rider experience (eg if my Uber ride is coming in 2-4 minutes, I don't really care about the wait times getting faster). When Waymo launched in August 2023, Uber and Lyft were at 66% and 34% share in SF. 15 months later in November 2024, Waymo is at 22% - the same as Lyft - with Uber at 55%. Both Uber and Lyft lost low double digit % pts of market share, but it's more painful for Lyft. Lyft gave up ~1/3 of their share. Uber lost ~1/6. This is just when comparing all rides with pickups and dropoffs inside Waymo’s SF operating boundary (ie excludes any ride to / from the airport). Anecdotally, Waymo's wait times are longer than Uber and Lyft because they don't have enough cars on the road. But they are close enough to that acceptable threshold, that their superior product (clean, nice cars, quiet drivers, etc) tips the riders in their direction. It's possible when Waymo puts more cars on the road and reduces wait times to be in line with Uber and Lyft, their share could climb even faster.

@dunn Teddy Roosevelt

“Great men are almost always bad men.” Do you agree with this? Who is an example of a great man who wasn’t corrupted or diminished by near absolute power? Let’s set aside Gandalf and George Washington

@OfficialBBrooks This is the attitude that puts so many people off about the Dems and Kamala in particular. I’m an independent, and I wasn’t happy about either candidate for different reasons. Dems need to drop the arrogance if they want to succeed.

I’ve had a few questions in DMs / texts. Yes I did speak with some in Kamala’s camp & help with policy (regarding startups / venture) Now the election is over I can give an honest answer, the people I spoke with were pretty arrogant borderline rude. I never need credit, I do a lot of work that goes behind the scenes but it was treated as if I wasn’t important enough of a person to give any. So when I see the disappointment, it should be directed inward. That’s my experience.

It’s amazing how many of the best VCs of all time were just as interested in the businesses being created as the psychology and background of the founders themselves. We focus way too much on decks. Not enough on the humans running these companies.

I appreciate the spirit of innovation and disruption from @elonmusk, but this approach is fraught with issues. We need to do better. Patients deserve better. At @avandra_imaging we are focused on research that protects the patient’s identity while advancing medical research and AI.

Elon Musk wants you to submit medical data to his AI chatbot f-st.co/HM9lSWH

I was asked to comment on @elonmusk call for patients to upload their medical images into Grok in the article by @jbursz in @FastCompany. I actually appreciate Elon’s spirit of innovation and disruption here, but this is not the right approach and is fraught with issues. We can do better. Patients deserve better.

Exhausted and energized from an incredible 4 days at #HLTH24. Thrilled by the response we have been getting from launching @avandra_imaging out of stealth.

@3drlabs "@DoctorTarzy said he often hears medical researchers and AI developers lament the fact that they can’t get their hands on imaging data. medcitynews.com/2024/10/imagin…" via @medcitynews.